Quilvest banque privee

Paris, France Founded: 2007 • Age: 19 yrs
Wealth management services are provided to private clients in France.

About Quilvest banque privee

Quilvest banque privee is a company based in Paris (France) founded in 2007.. Quilvest banque privee offers products and services including Gestion sous mandat, Gestion conseillée, Assurance vie, Family Office, and Services bancaires. Quilvest banque privee operates in a competitive market with competitors including Rothschild & Co, Primonial, Edmond de Rothschild, FIXAGE and 570easi, among others.

  • Headquarter Paris, France
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    N/A

    (Oct 13, 2022)

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Products & Services of Quilvest banque privee

Quilvest banque privee offers a comprehensive portfolio of products and services, including Gestion sous mandat, Gestion conseillée, Assurance vie, Family Office, and Services bancaires. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Professional management of client portfolios based on profiles and objectives.

Expert advice for clients managing their own investment portfolios.

Tailored life insurance with tax and legal benefits for asset protection.

Comprehensive support for family wealth transmission and administration.

Financing and daily banking services with standard payment options.

Funding Insights of Quilvest banque privee

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Quilvest banque privee

Quilvest banque privee has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Oddo BHF. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Wealth management, asset management, and investment banking services are provided.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Quilvest banque privee

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Quilvest banque privee

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Quilvest Banque Privee Comparisons

Employees
+
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Competitors of Quilvest banque privee

Quilvest banque privee operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Rothschild & Co, Primonial, Edmond de Rothschild, FIXAGE and 570easi, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multinational private and alternative asset investments are managed globally.
domain founded_year HQ Location
Wealth management services are provided from Paris, France.
domain founded_year HQ Location
Diversified asset management, corporate advisory, and private equity firm focused on multiple sectors
domain founded_year HQ Location
Actuarial consulting and wealth management services are provided by FIXAGE.
domain founded_year HQ Location
Provides ethical financial services including investments, financing, and consultations.
domain founded_year HQ Location
Investment management services are provided by Bourrelier Group.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Quilvest Banque Privee

Frequently Asked Questions about Quilvest banque privee

When was Quilvest banque privee founded?

Quilvest banque privee was founded in 2007.

Where is Quilvest banque privee located?

Quilvest banque privee is headquartered in Paris, France.

What does Quilvest banque privee do?

Quilvest Banque Privee was founded in 2007 and is based in Paris, France. Operations are centered on the financial sector, with a focus on private banking. Wealth management services, including investment advisory and portfolio oversight, are offered to high-net-worth individuals. The company maintains a presence in Europe, supporting client needs through tailored financial strategies and asset management practices.

Who are the top competitors of Quilvest banque privee?

Quilvest banque privee's top competitors include Primonial, Edmond de Rothschild and Rothschild & Co.

What products or services does Quilvest banque privee offer?

Quilvest banque privee offers Gestion sous mandat, Gestion conseillée, Assurance vie, Family Office, and Services bancaires.

Who are Quilvest banque privee's investors?

Quilvest banque privee has 1 investor. Key investors include Oddo BHF.

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